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The reel discusses the essential components for scaling AI, highlighting energy, chips, computers, networki...

Jul 13, 2026

The reel discusses the essential components for scaling AI, highlighting energy, chips, computers, networking, switches, photonics, and memory. It then showcases Micron Technology (MU) and Credo Technology (CRDO) with their stock performance, asking viewers to comment on which stock is in a buy zone.

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CRDONeutralLow ConvictionResearch Only

Credo Technology (CRDO) is shown with its stock performance, presented as a component related to AI scaling, but no specific investment recommendation is made.

MUNeutralLow ConvictionResearch Only

Micron Technology (MU) is shown with its stock performance, presented as a component related to AI scaling, but no specific investment recommendation is made.

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